See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,012 | $92,222-81.6% | $76,768-77.8% | $135,375-87.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.30% | 5.46%-8.8pp | 2.43%-5.7pp | 519.73%-523.0pp |
| Employer contribution / active EE | $680 | $3,216-78.9% | $2,485-72.6% | $4,779-85.8% |
| Participant deferral / active EE | $680 | $4,509-84.9% | $3,852-82.3% | $5,609-87.9% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |